Perspectives Content Submission
Thu, 22 Aug 2013
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Every pre-retiree and retiree needs these documents, says estate - planning expert Deborah Jacobs.
Morningstar's John Rekenthaler offers his thoughts on how retirees should approach their withdrawals, particularly the 4% rule, the need for flexibility, and the role of longevity.
Morningstar's Christine Benz offers hints for how retirees should approach taxes in regard to portfolio withdrawals, RMD reinvestments, property, health care, and estate planning .
Even if you're a staunch DIY investor, a financial professional can provide very useful input for retirement planning , estate planning , taxes , and more.
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